Difference between revisions of "Manager-Widgets"

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(→‎Manager Widget - Tasks and Notifications)
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<td width="206"><font face="Arial" size="2">XXXXXX</font></td>
 
<td width="206"><font face="Arial" size="2">XXXXXX</font></td>
 
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
 
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
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</tr>
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</table>
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===Performance Management===
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The Performance Management Widget allows Managers to track their team's performance reviews deployed within the system.
 +
 +
===Performance Management - Reviews Tab===
 +
Clicking this tab will display all employee reviews.
 +
<table border="1" width="100%" cellspacing="0">
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Active</font></td>
 +
<td width="484"><font face="Arial" size="2">Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Completed</font></td>
 +
<td width="484"><font face="Arial" size="2">Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.</font></td>
 +
</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Overdue</font></td>
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<td width="484"><font face="Arial" size="2">Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Not Started</font></td>
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<td width="484"><font face="Arial" size="2">Clicking this will display all reviews that have not been started by the employee.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Search</font></td>
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<td width="484"><font face="Arial" size="2">This is a free text field that allows user to filter down the list to specific keywords entered here.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">ID</font></td>
 +
<td width="484"><font face="Arial" size="2">This is the ID of the deployed performance review.</font></td>
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</tr>
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<tr>
 +
<td width="206"><font face="Arial" size="2">Review Name</font></td>
 +
<td width="484"><font face="Arial" size="2">The name of the review will display here.</font></td>
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</tr>
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<tr>
 +
<td width="206"><font face="Arial" size="2">Employee</font></td>
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<td width="484"><font face="Arial" size="2">The name of the employee that this performance review is for will display here.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Status</font></td>
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<td width="484"><font face="Arial" size="2">The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Due Date</font></td>
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<td width="484"><font face="Arial" size="2">The due date of the performance review will appear here.</font></td>
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</tr>
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<tr>
 +
<td width="206"><font face="Arial" size="2">Progress</font></td>
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<td width="484"><font face="Arial" size="2">The percentage bar here represents the progress of the review starting from 0% (not started) to 100% (complete)</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Action</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXXXXXXXXXXXXXXXXXXXXXXX</font></td>
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</tr>
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 +
</table>
 +
 +
===Performance Management - Goals / PDP Tab===
 +
XXXX
 +
<table border="1" width="100%" cellspacing="0">
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 +
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Active</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Completed</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Overdue</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Not Started</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
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</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Search Topic</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
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</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Review Name</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Employee</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Status</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Progress</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
 +
</table>
 +
 +
===Performance Management - Catch-ups Tab===
 +
XXXX
 +
<table border="1" width="100%" cellspacing="0">
 +
<tr>
 +
<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
 +
<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Create Catch-Up</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
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</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Active</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Upcoming</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Completed</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Search Topic</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Topic</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Employee</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Catch Up Date</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 +
</tr>
 +
<tr>
 +
<td width="206"><font face="Arial" size="2">Action</font></td>
 +
<td width="484"><font face="Arial" size="2">XXXX</font></td>
 
</tr>
 
</tr>
  

Revision as of 05:59, 24 February 2021

Manager Dashboard Option

This User Tab Contains Widgets:

  1. 4 Small Information Display Widgets
  2. Search Team Personal Details
  3. Search Team Time Off and Pay
  4. Search Team Tasks and Notifications
  5. Search Team Company Policies

These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to Widgets.

Manager Widget - Search Team Member Personal Information

  1. Name
  2. Job
  3. Location

Manager Widget - Search Time off and Pay

  1. Name
  2. Job
  3. Location

Manager Widget - Tasks and Notifications

The Tasks and Notifications Widget for Managers allows the Manager to have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows based on Team Members. These Task and Notification items are also delivered into the "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself. If someone has Delegated Tasks and Notifications to their Manager, they will see these in their Manager Tasks and Notifications Widget.

Field Name Description
Today Shows the user what Tasks and Notifications for "Today". The numbers will indicate how many items are relevant.
Upcoming Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
Overdue Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
Completed Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
My Sent Tasks Shows the user what Tasks and Notifications have been sent by the user. The number will indicate how many items are relevant.
Filter Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
Date Range Search Tasks and Notifications by a specified Date Range.
Delegation Allows User to Delegate Tasks and Notifications to their Manager. Managers will be able to delegate to other managers and/or system administrators.
+ Quick Task This allows the user to send a Task or Notification to another user or to themselves. The recipient list will indicate who their Manager is and HR users.
Search Test Search e.g. Search on Task Name - Birthdate or Persons Name.
Task Name Name of Task. E.g. Birthdate Reminder
Assigned To User that the Task or Notification is assigned to. You can re-assign who the task is assigned to. This will send them the Task or Notification by clicking on the User Name / Icon
Due Date The Date the Reminder is Due
Filter (column) Filter tags selected against the task will appear under here.
Actions Actions such as task approvals can be done through this selection.

Manager Widget - Company Policies

The Manager Company Policies Widget allow Managers to access their Team's Company Policy Activity. The Manager can search for a Team Member and then use Filters to see which Company Policies Need to be attended too. Managers can Resend an notification to an Employee if that person has unopened / unread policies. The Company Policy Widget respects the User Group Permissions on the person accessing the system.

Search Allows Manager to search Team to see the Company Policy Information for the Team Member being searched for
Incomplete Shows Policies for the User that are no yet Opened and Read
Completed Show Policies that are Opened and Read
Filter Allows for Filter to be formed based on: Opened, Unopened, Read, Unread
Policy Select the Policy that you want to use in Filter. E.g. Search for Employee, Select Filter and then Policy
Select A Policy Allows User to Select the Policy they want to see details on
Policy Name The name of the Policy entered by the creator of the Policy
Opened Tick showing if the person has Opened the Policy. This will automatically tick if this is done
Read This will automatically tick once the Person has Agreed to the Policy after opening
Send Reminder Allows Manager to Resend Notification if the Person has not Open, Read - Confirmed the Policy
Type This show where the Policy relates to E.g. Onboarding, Existing Employee New Policy Update, New Employee, Auto Renew
No Policies Shows people who have received "No Policies" which represent a risk to the business as they are not aware of Company Policies.
Created Date when the Policy was created for the Employee to Read and Agree too

Manager Widget - Training

The Manager Training Widget allow Managers to access their Team's Training Activity. The Manager can search for a Team Members Training, Course and Event Information. The Training Widget respects the User Group Permissions on the person accessing the system.

XXXXXX XXXXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXX
XXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXX XXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXX
XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXX XXXXXXXXXXXXXXXXXXXXXXXXX

Performance Management

The Performance Management Widget allows Managers to track their team's performance reviews deployed within the system.

Performance Management - Reviews Tab

Clicking this tab will display all employee reviews.

Field Name Description
Active Clicking this will display all currently active performance reviews. The number in brackets displays the total number of active reviews.
Completed Clicking this will display all completed performance reviews. The number in brackets displays the total number of completed reviews.
Overdue Clicking this will display all performance reviews that are incomplete and is past their due date. The number in brackets displays the total number of overdue performance reviews.
Not Started Clicking this will display all reviews that have not been started by the employee.
Search This is a free text field that allows user to filter down the list to specific keywords entered here.
ID This is the ID of the deployed performance review.
Review Name The name of the review will display here.
Employee The name of the employee that this performance review is for will display here.
Status The current step of the review will appear highlighting the assignees to complete. A green tick will appear next to the assignees that have completed their task. The current step and step due date will also appear.
Due Date The due date of the performance review will appear here.
Progress The percentage bar here represents the progress of the review starting from 0% (not started) to 100% (complete)
Action XXXXXXXXXXXXXXXXXXXXXXXXX

Performance Management - Goals / PDP Tab

XXXX

Field Name Description
Active XXXX
Completed XXXX
Overdue XXXX
Not Started XXXX
Search Topic XXXX
Review Name XXXX
Employee XXXX
Status XXXX
Progress XXXX

Performance Management - Catch-ups Tab

XXXX

Field Name Description
Create Catch-Up XXXX
Active XXXX
Upcoming XXXX
Completed XXXX
Search Topic XXXX
Topic XXXX
Employee XXXX
Catch Up Date XXXX
Action XXXX

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